The featured guest this week is Matt's current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from her experience in the hospitality industry.
What Tax Changes Are Coming in 2023?
All About Medicare with Tom Anderson
Social Security COLA and Timing
Money Marketing Headlines
Funding Retirement Accounts with Commissions & Where Else To Invest
Difference Between W2 and 1099 Workers in Retirement
Client Money Questions - 401ks, Risk and Rate of Return
Mid-Year Financial Review Checklist
What Opportunities Are Available When Markets Are Down?
Target-Date Funds and Leasing vs. Buying A Car
Retirement Statistics: How Do You Measure Up?
Should You Pay Off Debt With a 401k Loan?
Spending More Money in Retirement Than You Make
Answering Your Life Insurance and Business Questions
Murky Areas of Retirement Planning
How to Prepare Financially for a Child
How to Prepare Financially for Divorce
Listener Questions - How to Help Mom, Retiring Early, and More
2022 Tax Season and Behavioral Finance
How to Avoid New Identity Theft Tactics
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